Liz Davidson

Liz Davidson is the CEO and Founder of Financial Finesse, the leading provider of unbiased financial education programs to large companies and municipalities in the US. All of Financial Finesse’s services are provided as an added employee benefit, delivered by on-staff Certified Financial Planners. To learn more about workplace financial education programs, contact them atAskFF@financialfinesse.comor visitwww.financialfinesse.com.

Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.